PSI vs FIW overlap
PSI and FIW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PSI, SEC Form N-PORT, July 31, 2026; FIW, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PSI | FIW |
|---|---|---|
| LPL Financial LLC | $92.3M | $100.2M |
| Morgan Stanley | $80.3M | $109.6M |
| Bank of America Corp. | $42.7M | $57.9M |
| HighTower Advisors, LLC | $84.9M | $2.7M |
| Raymond James Financial Inc. | $33.8M | $30.8M |
| UBS Group AG | $27.7M | $23.7M |
| Cambridge Investment Research Advisors, Inc. | $27.5M | $21.5M |
| Commonwealth Equity Services, LLC | $9.7M | $33.9M |
| Royal Bank of Canada | $19.2M | $22.0M |
| Cetera Investment Advisers | $17.9M | $22.9M |
| Envestnet Asset Management Inc. | $13.0M | $23.9M |
| Wells Fargo & Company | $239K | $34.7M |
| Stifel Financial Corp. | $8.7M | $25.5M |
| Ameriprise Financial Inc. | $15.8M | $17.6M |
| Northwestern Mutual Wealth Management Co | $22.9M | $5.5M |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: PSI institutional holders, FIW institutional holders.
Frequently asked questions
How much do PSI and FIW overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSI as of July 31, 2026 and FIW as of June 30, 2026.
Do institutions hold both PSI and FIW?
105 Form 13F filers report positions in both, out of 460 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.